See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SVA PLUMB FINANCIAL3 years Service code 26 1221 JOHN Q HAMMONS DRIVE · MADISON, WI 53717 | Advisory (Participants) | $20,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,289 | $29,369+122.3% | $77,482-15.7% | $73,409-11.1% |
| Participation rate | 35.5% | 37.9%-2.4pp | 54.2%-18.6pp | 72.2%-36.6pp |
| Annual return | 16.39% | 358.15%-341.8pp | 54.79%-38.4pp | 59.29%-42.9pp |
| Employer contribution / active EE | $717 | $406+76.6% | $986-27.3% | $2,234-67.9% |
| Participant deferral / active EE | $1,896 | $941+101.5% | $1,861+1.9% | $3,805-50.2% |
| Admin fee / account holder | $186 | $123+51.7% | $2,858-93.5% | $158+17.9% |